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VestGen Advisors’s Jefferies Financial Group JEF Stock Holding History

VestGen Advisors’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$264K Sell
5,024
-11,571
-70% -$601K 0.01% 889
2025
Q4 		$1.03M Sell
16,595
-4,527
-21% -$259K 0.04% 355
2025
Q3 		$1.38M Sell
21,122
-946
-4% -$57.7K 0.05% 316
2025
Q2 		$1.21M Sell
22,068
-5,826
-21% -$288K 0.05% 304
2025
Q1 		$1.49M Buy
+27,894
New +$1.89M 0.07% 247

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VestGen Advisors's JEF Position: Q1 2026 in Review

VestGen Advisors reduced its Jefferies Financial Group (JEF) stake by 70% in Q1 2026, selling an estimated $601K and leaving 5,024 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #889.

VestGen Advisors first reported a position in JEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.49M in Q1 2025. 556 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • VestGen Advisors held 5,024 shares of Jefferies Financial Group worth $264K as of Q1 2026.
  • VestGen Advisors sold 11,571 Jefferies Financial Group shares in Q1 2026, an estimated $601K.
  • Jefferies Financial Group made up 0.01% of VestGen Advisors's portfolio in Q1 2026, its #889 holding.
  • VestGen Advisors first reported a position in Jefferies Financial Group in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Jefferies Financial Group position peaked at $1.49M in Q1 2025.
  • 556 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.